Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit and server-chassis makers recording the fastest year-over-year gains as demand for rack-scale systems continued to lift mechanical components.

DeepSeek is preparing a new fundraising round and a possible Shanghai listing as surging computing costs force one of China’s best-known artificial intelligence startups to rethink its long-standing resistance to outside capital.

Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is instead spreading across a broader range of end markets. Taiwanese IC design companies believe that while booming cloud AI investment remains the primary driver behind today’s capacity constraints across semiconductors and electronic components, resilient demand outside the cloud AI sector has also played an equally important role in keeping the market tight.